Liberty Wealth Management’s Pearson PSO Stock Holding History

Liberty Wealth Management’s Portfolio PSO Stock Details PSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-559	Closed	-$5K	–	950
2019 Q3	$5K	Sell	559 -286	-34%	-$2.96K	﹤0.01%	643
2019 Q2	$9K	Sell	845 -694	-45%	-$7.28K	0.01%	548
2019 Q1	$16K	Hold	1,539	–	–	0.01%	377
2018 Q4	$18K	Buy	+1,539	New	+$17.8K	0.01%	343

Other funds holding PSO

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

HJIM

Henry James International Management New York $334M AUM 49.44% 1-Year Est. Return

Liberty Wealth Management's PSO Position: Q4 2019 in Review

Liberty Wealth Management sold out of Pearson (PSO) in Q4 2019, closing a stake of 559 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in PSO in Q4 2018 and held it in 4 quarters. The position peaked at $18K in Q4 2018. 75 funds tracked by Wall St. Rank hold PSO as of Q4 2019.

Liberty Wealth Management reported no remaining Pearson position as of Q4 2019 after selling out during the quarter.
Liberty Wealth Management sold 559 Pearson shares in Q4 2019, an estimated $5K.
Liberty Wealth Management first reported a position in Pearson in Q4 2018 and held it in 4 quarters.
Liberty Wealth Management's Pearson position peaked at $18K in Q4 2018.
75 funds tracked by Wall St. Rank held Pearson as of Q4 2019.

Based on Liberty Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.